IBP β€” INSTALLED BLDG PRODS INC

Ownership history in Trinity Financial Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

Trinity Financial Advisors LLC reported INSTALLED BLDG PRODS INC (IBP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.49% in 2026 Q1. The latest visible filing shows IBP at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trinity Financial Advisors LLC's position in INSTALLED BLDG PRODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBP was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Trinity Financial Advisors LLC held IBP β€” position size vs. price
% of Fund (quarterly)    IBP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,450 β€” 0% 0.49% $1.7M 2026-04-07 $nan
2025 Q4 UNCHANGED 6,450 β€” 0% 0.47% $1.7M 2026-01-13 $309.18
2025 Q3 REDUCED 6,450 -450 -6.5% 0.46% $1.6M 2025-10-07 $232.93
2025 Q2 INITIATED 6,900 β€” β€” 0.38% $1.2M 2025-07-03 $192.49

FAQ About Trinity Financial Advisors LLC and IBP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Trinity Financial Advisors LLC reported owning IBP?

Trinity Financial Advisors LLC reported IBP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IBP position in Trinity Financial Advisors LLC's portfolio?

The largest reported portfolio weight for IBP was 0.49% in 2026 Q1.

What is the latest reported IBP position on this page?

The most recent filing on this page is 2026 Q1, when Trinity Financial Advisors LLC reported 6,450 shares, equal to 0.49% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IBP ownership page compare?

The chart compares Trinity Financial Advisors LLC's quarterly IBP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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